Featured 13F manager
Mairs & Power Inc.
St Paul, MN 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $10.9B
- 254 Positions
- 2026 Q2
- +11.4% QoQ
- Top 5 30.0%
Portfolio
top 5 30.0% · top 10 44.3%
- NVDA - Nvidia 8.6%
- MSFT - Microsoft 6.7%
- AMZN - Amazon 5.7%
- GOOG - Alphabet · CL C 5.5%
- LLY - Eli Lilly & 3.5%
- NVT - Nvent Elec 3.2%
- AAPL - Apple 3.0%
- JPM - Jpmorgan Chase & 2.8%
- V - VISA · CL A 2.7%
- GGG - Graco 2.6%
- LFUS - Littelfuse 2.5%
- TTC - TORO 2.4%
- Other 50.8%
AUM over time
Book
| MSFT - Microsoft | 9.84% | Add +0.4% | 2,004,808 | $497.41 | $997M | +8,591 | +$248M |
| NVDA - Nvidia | 9.07% | Add +0.2% | 5,812,871 | $157.99 | $918M | +10,957 | +$290M |
| AMZN - Amazon | 5.40% | Add +4.0% | 2,492,861 | $219.39 | $547M | +95,244 | +$91M |
| JPM - Jpmorgan Chase & | 4.30% | Reduce −9.7% | 1,500,966 | $289.91 | $435M | −161,804 | +$27M |
| GGG - Graco | 3.37% | Add +1.3% | 3,976,890 | $85.97 | $342M | +52,607 | +$14M |
| UNH - Unitedhealth Group | 3.26% | Add +16.6% | 1,057,160 | $311.97 | $330M | +150,506 | −$145M |
| GOOG - Alphabet · CL C | 3.16% | Reduce −12.0% | 1,801,827 | $177.39 | $320M | −246,266 | −$348K |
| FISV - Fiserv | 2.95% | Add +0.9% | 1,732,621 | $172.41 | $299M | +15,064 | −$81M |
| LLY - Eli Lilly & | 2.81% | Add +0.1% | 365,327 | $779.53 | $285M | +534 | −$17M |
| V - VISA · CL A | 2.79% | Reduce −3.5% | 794,996 | $355.05 | $282M | −29,117 | −$7M |
| TTC - TORO | 2.55% | Reduce 0.0% | 3,649,717 | $70.68 | $258M | −1,719 | −$8M |
| AAPL - Apple | 2.31% | Reduce −15.7% | 1,142,568 | $205.17 | $234M | −213,024 | −$67M |
| FAST - Fastenal | 2.23% | Add +99.7% | 5,372,759 | $42.00 | $226M | +2,682,904 | +$17M |
| ECL - Ecolab | 2.10% | Add +2.0% | 788,929 | $269.44 | $213M | +15,743 | +$17M |
| MSI - Motorola Solutions | 1.97% | Reduce −0.5% | 475,106 | $420.46 | $200M | −2,499 | −$9M |
| LFUS - Littelfuse | 1.94% | Reduce −1.9% | 866,464 | $226.73 | $196M | −16,963 | +$23M |
| LNT - Alliant Energy | 1.82% | Reduce −0.1% | 3,042,142 | $60.47 | $184M | −2,496 | −$12M |
| WFC - Wells Fargo | 1.72% | Reduce −0.5% | 2,174,403 | $80.12 | $174M | −10,389 | +$17M |
| NVT - Nvent Electric | 1.70% | Add 0.0% | 2,353,263 | $73.25 | $172M | +803 | +$49M |
| META - Meta Platforms · CL A | 1.59% | Add +757.7% | 218,761 | $738.09 | $161M | +193,254 | +$147M |
| SHW - Sherwin Williams | 1.56% | Reduce −2.3% | 460,613 | $343.36 | $158M | −10,718 | −$6M |
| WEC - WEC Energy Group | 1.54% | Add +7.4% | 1,492,528 | $104.20 | $156M | +103,447 | +$4M |
| JNJ - Johnson & Johnson | 1.52% | Add +1.1% | 1,010,469 | $152.75 | $154M | +11,448 | −$11M |
| QCOM - Qualcomm | 1.47% | Reduce −1.7% | 934,161 | $159.26 | $149M | −15,761 | +$3M |
| VZ - Verizon Communications | 1.46% | Reduce −0.4% | 3,413,917 | $43.27 | $148M | −14,935 | −$8M |
| FUL - Fuller H B | 1.45% | Add +0.3% | 2,448,249 | $60.15 | $147M | +7,857 | +$10M |
| TECH - Bio-Techne | 1.38% | Add +2.4% | 2,716,378 | $51.45 | $140M | +64,585 | −$16M |
| ROK - Rockwell Automation | 1.35% | Reduce −1.3% | 412,922 | $332.17 | $137M | −5,539 | +$29M |
| HRL - Hormel Foods | 1.26% | Reduce −1.2% | 4,220,403 | $30.25 | $128M | −51,390 | −$5M |
| ABT - Abbott Labs | 1.21% | Reduce −11.3% | 901,941 | $136.01 | $123M | −115,047 | −$12M |
| TNC - Tennant | 1.03% | Reduce −4.8% | 1,352,658 | $77.48 | $105M | −68,752 | −$9M |
| TSM - Taiwan Semiconductor Mfg | 1.00% | Add +12.4% | 446,826 | $226.49 | $101M | +49,169 | +$35M |
| ENTG - Entegris | 0.89% | Add +19.2% | 1,118,039 | $80.65 | $90M | +179,846 | +$8M |
| CHRW - C H Robinson Worldwide | 0.82% | Reduce −0.3% | 863,550 | $95.95 | $83M | −2,348 | −$6M |
| CRM - Salesforce | 0.68% | Reduce −0.4% | 253,841 | $272.69 | $69M | −1,014 | +$827K |
| Piper Sandler Companies | 0.68% | Add +0.9% | 246,834 | $277.94 | $69M | +2,227 | +$8M |
| HON - Honeywell Intl | 0.67% | Reduce −5.1% | 293,197 | $232.88 | $68M | −15,754 | +$3M |
| KHC - Kraft Heinz | 0.61% | Add +0.4% | 2,381,893 | $25.82 | $62M | +9,711 | −$11M |
| AXP - American Express | 0.60% | Reduce −1.6% | 189,988 | $318.98 | $61M | −3,129 | +$9M |
| CASY - Caseys Gen Stores | 0.57% | Reduce −15.3% | 113,916 | $510.27 | $58M | −20,570 | −$244K |
| DCI - Donaldson | 0.57% | Reduce −25.9% | 829,505 | $69.35 | $58M | −290,644 | −$18M |
| HD - Home Depot | 0.56% | Reduce −0.3% | 154,173 | $366.64 | $57M | −514 | −$165K |
| MMM - 3M | 0.52% | Add +73.8% | 344,366 | $152.24 | $52M | +146,254 | +$23M |
| WK - Workiva · CL A | 0.51% | Add +2.6% | 757,819 | $68.45 | $52M | +18,995 | −$4M |
| USB - US Bancorp Del | 0.48% | Reduce −48.2% | 1,070,161 | $45.25 | $48M | −997,454 | −$39M |
| TXN - Texas Instrs | 0.47% | Add +1.2% | 230,856 | $207.62 | $48M | +2,819 | +$7M |
| MDT - Medtronic | 0.39% | Reduce −15.4% | 455,290 | $87.17 | $40M | −82,893 | −$9M |
| DIS - Disney Walt | 0.38% | Reduce −1.1% | 311,433 | $124.01 | $39M | −3,388 | +$8M |
| CLFD - Clearfield | 0.33% | Reduce −10.6% | 762,234 | $43.41 | $33M | −89,986 | +$8M |
| ADP - Automatic Data Processing | 0.31% | Reduce −6.3% | 101,383 | $308.40 | $31M | −6,777 | −$2M |
| SCHW - Schwab Charles | 0.30% | Reduce −33.5% | 337,277 | $91.24 | $31M | −169,920 | −$9M |
| TGT - Target | 0.29% | Reduce −28.7% | 301,699 | $98.65 | $30M | −121,426 | −$14M |
| PFG - Principal Financial | 0.28% | Reduce −54.2% | 362,798 | $79.43 | $29M | −429,146 | −$38M |
| IDA - Idacorp | 0.28% | New | 244,510 | $115.45 | $28M | +244,510 | +$28M |
| BMI - Badger Meter | 0.27% | Reduce −3.9% | 111,377 | $244.95 | $27M | −4,513 | +$5M |
| XEL - XCEL Energy | 0.25% | Add +0.6% | 376,431 | $68.10 | $26M | +2,117 | −$863K |
| PG - Procter And Gamble | 0.25% | Reduce −3.1% | 156,286 | $159.32 | $25M | −4,993 | −$3M |
| MEDP - Medpace | 0.24% | Add +134.9% | 76,186 | $313.86 | $24M | +43,753 | +$14M |
| TRV - Travelers Companies | 0.21% | Add +15.4% | 80,313 | $267.54 | $21M | +10,720 | +$3M |
| SYY - Sysco | 0.20% | Reduce −19.0% | 266,137 | $75.74 | $20M | −62,604 | −$5M |
| GNRC - Generac | 0.19% | Reduce −14.2% | 131,617 | $143.21 | $19M | −21,780 | −$579K |
| SPY - Spdr S&P 500 ETF Tr | 0.17% | Add +210.7% | 27,790 | $617.85 | $17M | +18,846 | +$12M |
| ONB - Old Natl Bancorp Ind | 0.16% | Reduce −12.6% | 740,125 | $21.34 | $16M | −106,441 | −$2M |
| AMP - Ameriprise Finl | 0.15% | Add +1.4% | 28,008 | $533.73 | $15M | +375 | +$2M |
| BRK.B - Berkshire Hathaway · CL B | 0.13% | Add +6.0% | 26,092 | $485.77 | $13M | +1,488 | −$429K |
| HSY - Hershey | 0.11% | Reduce −1.2% | 67,015 | $165.95 | $11M | −830 | −$482K |
| JBTM - Jbt Marel | 0.11% | Reduce −9.3% | 89,864 | $120.26 | $11M | −9,264 | −$1M |
| AIR - AAR | 0.11% | Reduce −13.3% | 156,076 | $68.79 | $11M | −23,956 | +$656K |
| KNF - Knife River | 0.09% | Reduce −10.3% | 113,916 | $81.64 | $9M | −13,104 | −$2M |
| HUBG - HUB Group · CL A | 0.09% | Reduce −0.7% | 277,099 | $33.43 | $9M | −2,050 | −$1M |
| EMR - Emerson Elec | 0.09% | Add +16.3% | 68,668 | $133.33 | $9M | +9,603 | +$3M |
| INSP - Inspire Med Sys | 0.09% | Reduce −4.2% | 67,804 | $129.77 | $9M | −2,972 | −$2M |
| ABBV - Abbvie | 0.09% | Add +12.2% | 47,073 | $185.62 | $9M | +5,111 | −$54K |
| PANW - Palo Alto Networks | 0.08% | Add +35.6% | 40,931 | $204.64 | $8M | +10,740 | +$3M |
| QCRH - QCR | 0.08% | Reduce −2.0% | 117,624 | $67.90 | $8M | −2,389 | −$573K |
| PLXS - Plexus | 0.08% | Reduce −9.5% | 56,533 | $135.31 | $8M | −5,937 | −$355K |
| CAT - Caterpillar | 0.07% | Add +17.0% | 19,361 | $388.21 | $8M | +2,808 | +$2M |
| ASB - Associated Banc | 0.07% | Reduce −10.7% | 297,935 | $24.39 | $7M | −35,781 | −$252K |
| PNR - Pentair | 0.06% | Reduce −0.2% | 62,413 | $102.66 | $6M | −97 | +$939K |
| WTFC - Wintrust Finl | 0.06% | Reduce −22.5% | 50,680 | $123.98 | $6M | −14,695 | −$1M |
| SCHB - Schwab Strategic Tr | 0.06% | Hold | 261,246 | $23.83 | $6M | — | — |
| GIS - General Mls | 0.06% | Add +9.5% | 119,611 | $51.81 | $6M | +10,405 | −$332K |
| BKH - Black Hills | 0.06% | Reduce −12.4% | 109,398 | $56.10 | $6M | −15,552 | −$1M |
| SOLV - Solventum | 0.06% | Add +111.2% | 74,000 | $75.84 | $6M | +38,957 | +$3M |
| CFR - Cullen Frost Bankers | 0.06% | Reduce −27.5% | 43,428 | $128.54 | $6M | −16,492 | −$2M |
| NWE — | 0.05% | Reduce −16.9% | 102,928 | $51.30 | $5M | −20,957 | −$2M |
| MGPI - Mgp Ingredients | 0.05% | Add +8.8% | 175,774 | $29.97 | $5M | +14,206 | +$521K |
| BBY - Best Buy | 0.05% | Reduce −89.6% | 78,266 | $67.13 | $5M | −672,762 | −$50M |
| MCD - Mcdonalds | 0.05% | Add +34.9% | 17,976 | $292.17 | $5M | +4,651 | +$1M |
| GLW - Corning | 0.05% | Add +4.5% | 93,220 | $52.59 | $5M | +3,975 | +$817K |
| PII - Polaris | 0.05% | Add +34.8% | 113,536 | $40.65 | $5M | +29,321 | +$1M |
| LTH - Life Time Group | 0.05% | Add +20.5% | 151,215 | $30.33 | $5M | +25,745 | +$797K |
| MRK - Merck & | 0.04% | Add +7.0% | 56,871 | $79.16 | $5M | +3,712 | −$270K |
| MINN — | 0.04% | New | 206,186 | $21.72 | $4M | +206,186 | +$4M |
| OSK - Oshkosh | 0.04% | Reduce −10.1% | 37,790 | $113.54 | $4M | −4,230 | +$337K |
| UPS - United Parcel Service · CL B | 0.04% | Reduce −12.7% | 42,312 | $100.94 | $4M | −6,155 | −$1M |
| GBCI - Glacier Bancorp | 0.04% | Reduce −23.2% | 98,971 | $43.08 | $4M | −29,834 | −$1M |
| GOOGL - Alphabet · CL A | 0.04% | Add +0.4% | 23,877 | $176.23 | $4M | +90 | +$529K |
| CGNX - Cognex | 0.04% | Add +104.8% | 129,777 | $31.72 | $4M | +66,418 | +$2M |
| Gentherm | 0.04% | Reduce −6.0% | 142,939 | $28.29 | $4M | −9,053 | −$21K |
| Exact Sciences | 0.04% | Add +20.7% | 74,475 | $53.14 | $4M | +12,780 | +$1M |
| CTAS - Cintas | 0.04% | Add +5.1% | 17,653 | $222.87 | $4M | +849 | +$481K |
| JAMF | 0.04% | Add 0.0% | 399,351 | $9.51 | $4M | +117 | −$1M |
| XOM - Exxon Mobil | 0.04% | Add +43.7% | 34,373 | $107.80 | $4M | +10,460 | +$861K |
| BRK.A - Berkshire Hathaway · CL A | 0.04% | Reduce −16.7% | 5 | $728,800 | $4M | −1 | −$1M |
| WWD - Woodward | 0.03% | Hold | 14,000 | $245.09 | $3M | — | — |
| RDNT - Radnet | 0.03% | New | 57,731 | $56.91 | $3M | +57,731 | +$3M |
| IVV - Ishares Tr | 0.03% | Add +10.4% | 5,120 | $620.86 | $3M | +484 | +$574K |
| CVX - Chevron | 0.03% | Add +9.2% | 22,183 | $143.19 | $3M | +1,874 | −$221K |
| COST - Costco Whsl | 0.03% | Add +18.1% | 3,188 | $989.94 | $3M | +488 | +$602K |
| ORCL - Oracle | 0.03% | Add +3.6% | 14,275 | $218.63 | $3M | +490 | +$1M |
| COP - Conocophillips | 0.03% | Reduce −8.5% | 28,838 | $89.74 | $3M | −2,691 | −$723K |
| ULTA - Ulta Beauty | 0.02% | Reduce −93.7% | 4,556 | $467.82 | $2M | −67,592 | −$24M |
| ALRS - Alerus Finl | 0.02% | Add +0.2% | 97,867 | $21.64 | $2M | +203 | +$315K |
| AMAT - Applied Matls | 0.02% | Add +53.5% | 11,327 | $183.07 | $2M | +3,950 | +$1M |
| CWAN — · CL A | 0.02% | Add +0.1% | 94,140 | $21.93 | $2M | +130 | −$455K |
| GE - GE Aerospace | 0.02% | Add +14.3% | 7,825 | $257.39 | $2M | +978 | +$644K |
| HWKN - Hawkins | 0.02% | Add +0.8% | 13,420 | $142.10 | $2M | +100 | +$496K |
| PFE - Pfizer | 0.02% | Add +5.3% | 77,459 | $24.24 | $2M | +3,870 | +$13K |
| SYK - Stryker | 0.02% | Add +0.6% | 4,436 | $395.63 | $2M | +25 | +$113K |
| KO - Coca Cola | 0.02% | Add +13.0% | 23,611 | $70.75 | $2M | +2,716 | +$174K |
| AMGN - Amgen | 0.02% | Add +17.7% | 5,838 | $279.21 | $2M | +877 | +$84K |
| SKYT - Skywater Technology | 0.02% | Add +16.1% | 163,920 | $9.84 | $2M | +22,750 | +$612K |
| WMT - Walmart | 0.02% | Add +7.6% | 16,182 | $97.78 | $2M | +1,149 | +$263K |
| LOW - Lowes Cos | 0.02% | Add +2.6% | 7,000 | $221.87 | $2M | +176 | −$38K |
| KMB - Kimberly-Clark | 0.01% | Add +15.7% | 10,969 | $128.96 | $1M | +1,486 | +$66K |
| CSCO - Cisco Sys | 0.01% | Add +6.4% | 20,041 | $69.38 | $1M | +1,210 | +$228K |
| RTX - Raytheon | 0.01% | Add +36.3% | 9,071 | $146.02 | $1M | +2,418 | +$443K |
| ZBH - Zimmer Biomet | 0.01% | Reduce −1.2% | 14,280 | $91.21 | $1M | −170 | −$333K |
| AZEK · CL A | 0.01% | Reduce −90.5% | 23,927 | $54.35 | $1M | −228,159 | −$11M |
| PEP - Pepsico | 0.01% | Add +27.0% | 9,536 | $132.04 | $1M | +2,026 | +$133K |
| BMY - Bristol-Myers Squibb | 0.01% | Add +1.1% | 26,842 | $46.29 | $1M | +282 | −$377K |
| BDX - Becton Dickinson & | 0.01% | Reduce −0.9% | 7,155 | $172.25 | $1M | −65 | −$421K |
| IDXX - Idexx Labs | 0.01% | Reduce −3.6% | 2,224 | $536.34 | $1M | −82 | +$224K |
| UNP - Union Pac | 0.01% | Reduce −8.9% | 5,141 | $230.08 | $1M | −500 | −$150K |
| MOS - Mosaic | 0.01% | Add +3.3% | 31,280 | $36.48 | $1M | +1,000 | +$323K |
| BSX - Boston Scientific | 0.01% | Add +1.0% | 10,409 | $107.41 | $1M | +98 | +$78K |
| SNA - Snap On | 0.01% | Add +0.1% | 3,588 | $311.18 | $1M | +3 | −$92K |
| WAB - Wabtec | 0.01% | New | 5,325 | $209.35 | $1M | +5,325 | +$1M |
| IBM — | 0.01% | Add +173.7% | 3,774 | $294.78 | $1M | +2,395 | +$770K |
| VCEL - Vericel | 0.01% | Hold | 25,915 | $42.55 | $1M | — | — |
| XLK - Select Sector Spdr Tr | 0.01% | Add +1.4% | 4,246 | $253.24 | $1M | +59 | +$211K |
| EFA - Ishares Tr | 0.01% | Add +1.1% | 11,696 | $89.39 | $1M | +125 | +$100K |
| AMCR - Amcor | 0.01% | Reduce −8.9% | 107,557 | $9.19 | $988K | −10,533 | −$157K |
| WY - Weyerhaeuser Mtn Be | 0.01% | Add +3.2% | 37,601 | $25.69 | $966K | +1,170 | −$101K |
| BAC - Bank of America | 0.01% | Reduce −9.0% | 20,342 | $47.32 | $963K | −2,000 | +$30K |
| BAX - Baxter Intl | 0.01% | Add +3.2% | 31,421 | $30.28 | $951K | +975 | −$91K |
| QQQ - Invesco Qqq Tr | 0.01% | Add +6.8% | 1,721 | $551.64 | $949K | +109 | +$193K |
| VIG - Vanguard Specialized Funds | 0.01% | Add +57.7% | 4,546 | $204.67 | $930K | +1,664 | +$371K |
| OKLO — · CL A | 0.01% | Hold | 15,971 | $55.99 | $894K | — | — |
| AVGO - Broadcom | 0.01% | Reduce −5.3% | 3,201 | $275.65 | $882K | −179 | +$316K |
| CVRX — | 0.01% | Hold | 144,281 | $5.88 | $848K | — | — |
| ADBE - Adobe | 0.01% | Add +3.1% | 2,127 | $386.88 | $823K | +64 | +$32K |
| PSX - Phillips 66 | 0.01% | Reduce −35.3% | 6,656 | $119.30 | $794K | −3,631 | −$476K |
| NSC - Norfolk Southn | 0.01% | Reduce −3.7% | 3,054 | $255.97 | $782K | −118 | +$30K |
| BMO - Bank Montreal Que | 0.01% | Reduce −1.5% | 6,746 | $110.63 | $746K | −100 | +$92K |
| IWF - Ishares Tr | 0.01% | Hold | 1,746 | $424.58 | $741K | — | — |
| NEE - Nextera Energy | 0.01% | Add +139.6% | 10,527 | $69.42 | $731K | +6,133 | +$419K |
| AWK — | 0.01% | Add +2.2% | 5,221 | $139.11 | $726K | +112 | −$27K |
| CM - Canadian Imperial Bk Comm | 0.01% | Hold | 10,176 | $70.83 | $721K | — | — |
| CB - Chubb | 0.01% | Add +5.2% | 2,466 | $289.72 | $714K | +123 | +$7K |
| IEX - IDEX | 0.01% | Hold | 4,000 | $175.57 | $702K | — | — |
| SCHF - Schwab Strategic Tr | 0.01% | Hold | 30,000 | $22.10 | $663K | — | — |
| TMO - Thermo Fisher Scientific | 0.01% | Add +23.7% | 1,616 | $405.46 | $655K | +310 | +$5K |
| VO - Vanguard Index Fds | 0.01% | Add +9.8% | 2,238 | $279.83 | $626K | +200 | +$99K |
| MA - Mastercard · CL A | 0.01% | Add +4.9% | 1,064 | $561.94 | $598K | +50 | +$42K |
| TT - Trane Technologies | 0.01% | Hold | 1,281 | $437.41 | $560K | — | — |
| NVEC - NVE | 0.01% | Hold | 7,300 | $73.61 | $537K | — | — |
| BK - Bank New York Mellon | 0.01% | New | 5,888 | $91.11 | $536K | +5,888 | +$536K |
| GEV - GE Vernova | 0.01% | Add +40.3% | 1,000 | $529.15 | $529K | +287 | +$311K |
| SHEL - Shell | 0.01% | Hold | 7,504 | $70.41 | $528K | — | — |
| VUG - Vanguard Index Fds | 0.01% | Reduce −5.6% | 1,178 | $438.40 | $516K | −70 | +$54K |
| BA - Boeing | 0.00% | Reduce −2.4% | 2,393 | $209.53 | $501K | −60 | +$83K |
| PM - Philip Morris Intl | 0.00% | Add +1.4% | 2,637 | $182.13 | $480K | +37 | +$68K |
| BRC - Brady · CL A | 0.00% | Hold | 7,000 | $67.97 | $476K | — | — |
| HBAN - Huntington Bancshares | 0.00% | Reduce −19.9% | 27,703 | $16.76 | $464K | −6,900 | −$55K |
| AMT - American Tower | 0.00% | Add +2.0% | 2,060 | $221.02 | $455K | +40 | +$16K |
| ACN - Accenture Ireland · CLASS A | 0.00% | Add +48.8% | 1,498 | $298.89 | $448K | +491 | +$134K |
| ITW - Illinois Tool Wks | 0.00% | Add +3.5% | 1,759 | $247.25 | $435K | +60 | +$14K |
| RGR - Sturm Ruger & | 0.00% | Hold | 12,000 | $35.90 | $431K | — | — |
| VB - Vanguard Index Fds | 0.00% | Add +24.4% | 1,568 | $237.02 | $372K | +308 | +$92K |
| TJX - Tjx Cos | 0.00% | Add +0.8% | 2,864 | $123.49 | $354K | +23 | +$8K |
| IJR - Ishares Tr | 0.00% | Add +56.9% | 3,053 | $109.29 | $334K | +1,107 | +$130K |
| INTC - Intel | 0.00% | Add +10.5% | 14,681 | $22.40 | $329K | +1,395 | +$27K |
| T - At T | 0.00% | Add +0.3% | 11,327 | $28.94 | $328K | +36 | +$8K |
| DGII - Digi Intl | 0.00% | Hold | 9,000 | $34.86 | $314K | — | — |
| DE - Deere | 0.00% | Hold | 617 | $508.49 | $314K | — | — |
| NKE - NIKE · CL B | 0.00% | Add +18.3% | 4,382 | $71.04 | $311K | +679 | +$76K |
| NTRS - Northern Tr | 0.00% | Add +14.0% | 2,440 | $126.79 | $309K | +300 | +$98K |
| MO - Altria Group | 0.00% | Add +2.0% | 5,156 | $58.63 | $302K | +102 | −$1K |
| MMC - Marsh & Mclennan Cos | 0.00% | Reduce −5.2% | 1,374 | $218.64 | $300K | −75 | −$53K |
| SEIC - Sei Invts | 0.00% | Hold | 3,300 | $89.86 | $297K | — | — |
| AXGN - Axogen | 0.00% | Add +58.8% | 27,000 | $10.85 | $293K | +10,000 | −$22K |
| NEM - Newmont | 0.00% | Hold | 5,000 | $58.26 | $291K | — | — |
| IXN - Ishares Tr | 0.00% | Hold | 3,150 | $92.31 | $291K | — | — |
| VONE - Vanguard Scottsdale Fds | 0.00% | Hold | 1,031 | $280.18 | $289K | — | — |
| DFAE - Dimensional ETF Trust | 0.00% | Reduce −21.4% | 9,850 | $28.95 | $285K | −2,677 | −$39K |
| Ishares Tr | 0.00% | Reduce −50.8% | 2,105 | $132.81 | $280K | −2,175 | −$295K |
| Allete | 0.00% | Reduce −13.2% | 4,288 | $64.07 | $275K | −650 | −$50K |
| BOH - Bank Hawaii | 0.00% | Hold | 4,000 | $67.53 | $270K | — | — |
| UFCS - United Fire Group | 0.00% | Reduce −25.7% | 9,000 | $28.70 | $258K | −3,108 | −$98K |
| AMD - Advanced Micro Devices | 0.00% | Reduce −13.0% | 1,773 | $141.90 | $252K | −265 | +$42K |
| WM - Waste Mgmt Del | 0.00% | Reduce −3.5% | 1,088 | $228.82 | $249K | −40 | −$12K |
| ADSK - Autodesk | 0.00% | Add +0.1% | 801 | $309.57 | $248K | +1 | +$39K |
| MSA - Msa Safety | 0.00% | Reduce −1.3% | 1,470 | $167.53 | $246K | −20 | +$28K |
| AJG - Gallagher Arthur J & | 0.00% | Reduce −5.0% | 760 | $320.12 | $243K | −40 | −$33K |
| CARR - Carrier Global | 0.00% | Hold | 3,246 | $73.19 | $238K | — | — |
| VV - Vanguard Index Fds | 0.00% | Reduce −0.5% | 817 | $285.30 | $233K | −4 | +$22K |
| ZTS - Zoetis · CL A | 0.00% | Add +10.9% | 1,490 | $155.95 | $232K | +146 | +$11K |
| DHR - Danaher | 0.00% | Add +0.3% | 1,169 | $197.54 | $231K | +3 | −$8K |
| RF - Regions Financial | 0.00% | Reduce −7.6% | 9,740 | $23.52 | $229K | −805 | $— |
| VEU — | 0.00% | Reduce −5.9% | 3,178 | $67.22 | $214K | −200 | +$9K |
| OTIS - Otis Worldwide | 0.00% | Reduce −3.4% | 2,128 | $99.02 | $211K | −76 | −$17K |
| Shyft Group | 0.00% | Hold | 10,000 | $12.54 | $125K | — | — |
| CLF - Cleveland-Cliffs | 0.00% | Hold | 16,000 | $7.60 | $122K | — | — |
| Himax Technologies | 0.00% | Hold | 10,550 | $8.93 | $94K | — | — |
| PLUG - Plug Power | 0.00% | Hold | 10,000 | $1.49 | $15K | — | — |
Showing top 50 of 217 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| NEOG - Neogen | 0.04% | Exit | 0 | $8.67 | $4M | −455,289 | −$4M |
| DWDPEUR — | 0.01% | Exit | 0 | $74.69 | $753K | −10,081 | −$753K |
| VTI - Vanguard Index Fds | 0.01% | Exit | 0 | $274.66 | $710K | −2,585 | −$710K |
| CTVA - Corteva | 0.01% | Exit | 0 | $62.91 | $563K | −8,949 | −$563K |
| DOW - DOW Inc | — | Exit | 0 | $34.90 | $377K | −10,801 | −$377K |
| BP - BP PLC | — | Exit | 0 | $33.78 | $356K | −10,540 | −$356K |
| Patterson Cos | — | Exit | 0 | $31.26 | $286K | −9,150 | −$286K |
| Surmodics | — | Exit | 0 | $30.55 | $233K | −7,626 | −$233K |
| SLB - Schlumberger | — | Exit | 0 | $41.82 | $230K | −5,500 | −$230K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 254 | $10.9B | +11.4% | 13F-HR | 8/14/2026 | 000117266126003496 |
| 2026 Q1 | 245 | $9.8B | −5.8% | 13F-HR | 5/14/2026 | 000117266126001819 |
| 2025 Q4 | 243 | $10.4B | −2.3% | 13F-HR | 2/17/2026 | 000117266126001057 |
| 2025 Q3 | 248 | $10.6B | +5.0% | 13F-HR | 11/14/2025 | 000117266125004985 |
| 2025 Q2 | 235 | $10.1B | +5.4% | 13F-HR | 8/14/2025 | 000117266125003391 |
| 2025 Q1 | 221 | $9.6B | −7.0% | 13F-HR | 5/15/2025 | 000117266125002089 |
| 2024 Q4 | 229 | $10.3B | −2.8% | 13F-HR | 2/14/2025 | 000117266125000936 |
| 2024 Q3 | 228 | $10.6B | +2.7% | 13F-HR | 11/14/2024 | 000117266124004776 |
| 2024 Q2 | 222 | $10.3B | +0.2% | 13F-HR | 8/14/2024 | 000117266124003458 |
| 2024 Q1 | 226 | $10.3B | +8.8% | 13F-HR | 5/15/2024 | 000117266124002334 |
| 2023 Q4 | 231 | $9.5B | +11.4% | 13F-HR | 2/14/2024 | 000117266124001540 |
| 2023 Q3 | 214 | $8.5B | −7.3% | 13F-HR | 11/14/2023 | 000117266123003911 |
| 2023 Q2 | 226 | $9.2B | +6.1% | 13F-HR | 8/14/2023 | 000117266123003105 |
| 2023 Q1 | 236 | $8.7B | +4.3% | 13F-HR | 5/15/2023 | 000117266123002191 |
| 2022 Q4 | 227 | $8.3B | +4.8% | 13F-HR | 2/14/2023 | 000117266123001162 |
| 2022 Q3 | 221 | $7.9B | −5.0% | 13F-HR | 11/14/2022 | 000117266122002437 |
| 2022 Q2 | 202 | $8.3B | −15.9% | 13F-HR | 8/15/2022 | 000117266122001872 |
| 2022 Q1 | 216 | $9.9B | −8.1% | 13F-HR | 5/16/2022 | 000117266122001407 |
| 2021 Q4 | 218 | $10.8B | +8.0% | 13F-HR | 2/14/2022 | 000117266122000530 |
| 2021 Q3 | 210 | $10B | — | 13F-HR | 11/15/2021 | 000117266121002287 |
About
MAIRS & POWER INC
20 processed 13Fs on this site · 2021 Q3–2026 Q2